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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

353 hedge funds and large institutions have $2.32B invested in SPDR DoubleLine Total Return Tactical ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 140 increasing their positions, 135 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-9
Holders Change %
-2.49%
% of All Funds
6.22%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.58%
New
28
Increased
140
Reduced
135
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$28.1M
2
LPL Financial
LPL Financial
California
+$13.1M
3
CAI
Capital Advisors Inc
Oklahoma
+$6.77M
4
CG
Colony Group
Massachusetts
+$6.27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
OAM
Occidental Asset Management
California
-$14.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$13.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
5
GAM
Gemmer Asset Management
California
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$766K +$423K +8,780 +123%
FIM
202
Fernwood Investment Management
Massachusetts
$765K – – –
SWA
203
Stratos Wealth Advisors
Ohio
$726K +$2.41K +50 +0.3%
AF
204
Allworth Financial
California
$712K +$48 +1 +0%
NCM
205
Next Capital Management
New York
$690K -$18K -373 -3%
SIM
206
Stratos Investment Management
Ohio
$670K +$4.53K +94 +0.7%
VCA
207
Verdence Capital Advisors
Maryland
$668K +$2.32K +48 +0.3%
CPIA
208
Cornell Pochily Investment Advisors
New York
$665K +$136K +2,810 +26%
MSAM
209
Moloney Securities Asset Management
Missouri
$660K -$123K -2,549 -16%
CA
210
Cetera Advisors
Colorado
$654K -$36.1K -749 -5%
MWM
211
Maltin Wealth Management
New Jersey
$650K +$2.6K +54 +0.4%
KeyBank National Association
212
KeyBank National Association
Ohio
$634K +$32.5K +674 +5%
EFS
213
Essex Financial Services
Connecticut
$634K +$182K +3,765 +40%
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$615K +$1.4K +29 +0.2%
M
215
MOTCO
Texas
$587K +$475K +9,853 +426%
SPA
216
Sentinel Pension Advisors
Massachusetts
$585K +$84.8K +1,760 +17%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$575K -$310K -6,437 -35%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$574K +$574K +11,875 New
IWM
219
IHT Wealth Management
Illinois
$572K -$37.3K -774 -6%
IFG
220
Investors Financial Group
Minnesota
$563K +$20.3K +420 +4%
PA
221
Procyon Advisors
Connecticut
$556K +$110K +2,293 +25%
DWM
222
Dakota Wealth Management
Florida
$553K -$55.4K -1,149 -9%
AFM
223
Abbot Financial Management
Massachusetts
$535K -$1.12M -23,186 -68%
VFPI
224
Vantage Financial Partners (Illinois)
Illinois
$531K -$272K -5,650 -34%
Truist Financial
225
Truist Financial
North Carolina
$527K -$231K -4,796 -30%
7 8
9
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